Investment Services
Wrap & platform solutions
At TenetConnect, we have embraced the concept of wrap and created a business model called Clear which will help you simplify your business operations, enabling you to increase your income streams and reduce your retention rates. You choose which elements you want to use and which one of our wraps and platforms match your needs best. This system incorporates risk profiling, asset allocation and fund selection tools which enable you to assess, allocate and document all your client data in a TCF friendly way.
It's also proven that when selling a business, renewals are worth more when they are demonstrated through a wrap platform.
Asset management
To help you share risk and expertise in fund selection we have also developed a unique investment proposition called Sinfonia. Sinfonia Asset Management is our very own asset management company and is designed to offer your clients an actively managed investment solution using a range of fund managers all under one roof. This is supported by FundQuest's research team, a flexible fee structure and an optional automated annual review scheme.
For more details on Sinfonia, click here
